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Kevin S

Series 63, Series 66

Kingsley, IA

Quartz Partners Investment Management

Kevin Schaeuble is a financial advisor with Quartz Partners Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Quartz Partners and Etico Partners in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2024 to 2026 and was involved with Plendl Feed Service, Inc. for 24 years. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm employs a model-based investment approach combining top-down macro analysis and bottom-up stock selection, offering discretionary account management, model portfolios, and advisory services.

Active portfolio management Factor investing / smart beta Passive / index investing Wealth management Financial Professional Founder/Business Owner
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Keith B

Series 66

Kingsley, IA

Packerland Brokerage Services, Inc.

Keith Bohle is a financial advisor with Packerland Brokerage Services, Inc. in Kingsley, Iowa. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role since 2011, he is co-owner of Bohle Farms and the Dynamix School of Dance, operating two dance studios. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services with a range of portfolio management options and manages over $900 million in client assets.

Retirement income strategy Options & derivatives strategies Wealth management
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Christen C

Series 63, Series 66

Moville, IA

Cetera

Christen Countryman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Cetera in 2023, Christen worked at Cetera Wealth Services, LLC and Voya Financial Advisors. Outside of advising, Christen serves as a board member of the Moville Community Development Association, is a director of the Woodbury County Rural Electric Cooperative, and acts as a certified exit planning advisor assisting privately held business owners. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over 10,000 advisors and approximately $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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